ExFlow vendor invoice management

ExFlow | Workspaces | ExFlow vendor invoice management

ExFlow for D365 FO is delivered with a workspace named "ExFlow vendor invoice management", used for accounts payable members or other personnel working with finance. The workspace has two different pages, one displaying tiles with cross company functionality and the other displaying an analytical workspace with several tabs showing invoice and approval data.

Workspace

The tiles are clickable and will open the result based on the filter set on the tile.

Workspace
Workspace	Display's tiles showing number of invoices in different statuses.
Analytics	Display's invoice and approval information in embedded Power BI reports.
Company	Filter the tiles for a specific company.
Show cross company	Display cross company information in the tiles.

Tiles
Invoices ready for import	Number of invoices ready for import in ExFlow.
Open imported invoices	Number of invoices to process in ExFlow import form.
Open imported invoices assigned to no one.	Number of invoices to process in ExFlow import form that is not assigned to a clerk to handle.
Open imported invoices without approvers	Number of invoices to process in ExFlow import form that has not yet any approvers set on the invoice lines.
Open imported invoices with missing vendors	Number of invoices to process in ExFlow import form that are missing vendor information.
Open imported invoices assigned to me	Number of invoices to process in ExFlow import form assigned to current user.
Open imported invoices older than 5 days	Number of invoices to process in ExFlow import form that is older than 5 days.
Open imported invoices with missing documents	Number of invoices to process in ExFlow import form that is missing and invoice image.
Open imported invoices with missing coding	Number of invoices to process in ExFlow import form that has not been coded.
Open document invoice with price variance	Number of purchase order invoices in ExFlow document form with matching status price variance.
Open document invoice with status rejected	Number of invoices in ExFlow document form with the status rejected.
Open document invoice with past due date	Number of invoices in ExFlow document form that has past the due date.
Open document invoice due within 10 days	Number of invoices in ExFlow document form with due dates within 10 days.
Open document invoice at current approver more than 7 days	Number of invoices in ExFlow document form that has been out for approval more than 7 days.
Open document cost invoices without coding	Number of cost invoices in ExFlow document form that has no coding.
Open document invoices with hold status	Number of invoices in ExFlow document form that has status hold.
Open document invoices due within 5 days	Number of invoices in ExFlow document form with due dates within 5 days.
Open document invoice older than 15 days.	Number of invoices in ExFlow document form older than 15 days.
Open document invoice with quantity variance	Number of purchase invoices in ExFlow document form with matching status quantity variance.
Approved purchase order invoices	Number of invoices in ExFlow document form with status approved.
Approved cost invoices	Number of invoices in ExFlow document form with status approved.
Number of open invoice approval journals	Displays number of open approval journals in D365 FO, please not this tile is not cross company.
Post control invoices	The tile is clickable and will show the result based on the filter set on the tile which is Post control invoices. The number on the tile shows the number of invoices in Post controlClicking on the tile will navigate to the post control form.The form works the same as post control form which is under ExFlow > Invoices > Post control
Open	Displays the open invoices for the current company.
Cost	Displays the open invoices for the current company filtered on cost invoices.
Purch	Displays the open invoices for the current company filtered on purchase invoices.